AP
Appleton Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
2,355
+59
| +3% | +$16.1K | 0.05% | 164 |
|
|
2025
Q1 | $616K | Sell |
2,296
-41
| -2% | -$11K | 0.05% | 162 |
|
|
2024
Q4 | $781K | Sell |
2,337
-187
| -7% | -$62.5K | 0.06% | 144 |
|
|
2024
Q3 | $691K | Sell |
2,524
-97
| -4% | -$26.6K | 0.05% | 153 |
|
|
2024
Q2 | $674K | Sell |
2,621
-48
| -2% | -$12.3K | 0.05% | 150 |
|
|
2024
Q1 | $804K | Sell |
2,669
-130
| -5% | -$39.2K | 0.06% | 145 |
|
|
2023
Q4 | $737K | Sell |
2,799
-77
| -3% | -$20.3K | 0.06% | 159 |
|
|
2023
Q3 | $583K | Sell |
2,876
-5
| -0.2% | -$1.01K | 0.05% | 176 |
|
|
2023
Q2 | $609K | Sell |
2,881
-35
| -1% | -$7.4K | 0.05% | 179 |
|
|
2023
Q1 | $583K | Sell |
2,916
-139
| -5% | -$27.8K | 0.05% | 191 |
|
|
2022
Q4 | $405K | Buy |
3,055
+1,039
| +52% | +$138K | 0.04% | 224 |
|
|
2022
Q3 | $290K | Sell |
2,016
-155
| -7% | -$22.3K | 0.03% | 246 |
|
|
2022
Q2 | $358K | Sell |
2,171
-86
| -4% | -$14.2K | 0.03% | 235 |
|
|
2022
Q1 | $479K | Buy |
2,257
+652
| +41% | +$138K | 0.04% | 221 |
|
|
2021
Q4 | $408K | Buy |
1,605
+43
| +3% | +$10.9K | 0.03% | 232 |
|
|
2021
Q3 | $424K | Buy |
1,562
+36
| +2% | +$9.77K | 0.04% | 214 |
|
|
2021
Q2 | $373K | Sell |
1,526
-272
| -15% | -$66.5K | 0.03% | 222 |
|
|
2021
Q1 | $381K | Sell |
1,798
-140
| -7% | -$29.7K | 0.04% | 212 |
|
|
2020
Q4 | $431K | Buy |
1,938
+23
| +1% | +$5.12K | 0.04% | 199 |
|
|
2020
Q3 | $481K | Sell |
1,915
-15
| -0.8% | -$3.77K | 0.05% | 181 |
|
|
2020
Q2 | $362K | Sell |
1,930
-216
| -10% | -$40.5K | 0.04% | 197 |
|
|
2020
Q1 | $309K | Buy |
2,146
+165
| +8% | +$23.8K | 0.04% | 211 |
|
|
2019
Q4 | $322K | Sell |
1,981
-65
| -3% | -$10.6K | 0.04% | 232 |
|
|
2019
Q3 | $304K | Hold |
2,046
| – | – | 0.04% | 233 |
|
|
2019
Q2 | $310K | Hold |
2,046
| – | – | 0.04% | 231 |
|
|
2019
Q1 | $324K | Sell |
2,046
-64
| -3% | -$10.1K | 0.04% | 213 |
|
|
2018
Q4 | $289K | Sell |
2,110
-21
| -1% | -$2.88K | 0.04% | 217 |
|
|
2018
Q3 | $339K | Sell |
2,131
-288
| -12% | -$45.8K | 0.05% | 214 |
|
|
2018
Q2 | $330K | Buy |
2,419
+352
| +17% | +$48K | 0.05% | 212 |
|
|
2018
Q1 | $240K | Sell |
2,067
-148
| -7% | -$17.2K | 0.04% | 237 |
|
|
2017
Q4 | $226K | Buy |
+2,215
| New | +$226K | 0.04% | 244 |
|